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SYSTM Wealth Solutions’s Harley-Davidson HOG Stock Holding History

SYSTM Wealth Solutions’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,803
Closed -$1.3M – 801
2024
Q1 		$1.3M Sell
29,803
-843
-3% -$31.2K 0.16% 165
2023
Q4 		$1.13M Buy
30,646
+968
+3% +$29.8K 0.16% 179
2023
Q3 		$981K Sell
29,678
-2,237
-7% -$77.8K 0.15% 182
2023
Q2 		$1.12M Sell
31,915
-617
-2% -$21.5K 0.15% 185
2023
Q1 		$1.24M Buy
32,532
+6,948
+27% +$305K 0.19% 147
2022
Q4 		$1.06M Buy
+25,584
New +$1.09M 0.13% 195

Other funds holding HOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

SYSTM Wealth Solutions's HOG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Harley-Davidson (HOG) in Q2 2024, closing a stake of 29,803 shares — an estimated $1.3M sold.

SYSTM Wealth Solutions first reported a position in HOG in Q4 2022 and held it in 6 quarters. The position peaked at $1.3M in Q1 2024. 409 funds tracked by Wall St. Rank hold HOG as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Harley-Davidson position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 29,803 Harley-Davidson shares in Q2 2024, an estimated $1.3M.
  • SYSTM Wealth Solutions first reported a position in Harley-Davidson in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Harley-Davidson position peaked at $1.3M in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Harley-Davidson as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.